Setting the Unit of Measure (UoM) Preference for Recipes in your Account

• About Unit of Measure (UoM) Preferences for Recipes in your Account
  • UoM Precedence Table
• Setting UoM Preferences for the Recipe Categories
• Reverting an Individual Recipe Category to its UoM Setting
• Reverting all Recipe Categories to their UoM Settings

About Unit of Measure (UoM) Preferences for Recipes in your Account

The preferred unit of measure (UoM) that your facility desires for the portion sizes of recipes can be set per recipe category. For example, if you want all recipe juices to be displayed in ml, then you can set the Juice recipe category to ml.

When setting the UoM for a recipe category, then recipes in that category that use a standard UoM (as opposed to a special unit of measure (SUoM) such as "Each" or "Slice" or "Scoop") are automatically switched to the new UoM*, and the system automatically converts the amount so as to maintain the same nutrition and cost and prevent you from having to manually calculate the conversion.

For example, if the portion size for Cranberry Juice is 4 fl oz, and you change the UoM for the Juice recipe category to ml, the portion size for the Cranberry Juice then becomes 120 ml. 

UoM Precedence Table

If a parent account sets their preferred UoM for recipes in its account, those settings will cascade down to its child accounts. However, if a child account sets its preferred units of measure--either at the account itself (as per below steps) or on individual recipes--then the child account settings take effect, and any subsequent changes by the parent account do not take effect at the child account.  

The table below explains the UoM precedence that takes effect when UoM settings exist at different levels. 

Setting UoM Preferences for the Recipe Categories

To set your UoM preferences for your recipe categories, complete the following steps:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Unit of Measure Preferences. The Unit of Measure Preference screen appears. 
   
   
    
3. In the Recipe Portion Size Preference section, click the Edit icon (i.e., pencil icon) at the top right to open the section for editing. 
   
   
    
4. For each recipe category, the following two drop-downs and their associated UoM options are available for you to select your desired option. 
   • Volume Unit Override
     • Use Default (uses the UoM of the individual master recipe)
     • Scoop #
     • Fluid ounces (fl oz)
     • Cups, Tablespoons & Teaspoons
     • Milliliters (ml) & Liters (L)
   • Weight Unit Override
     • Use Default (uses the UoM of the individual master recipe)
     • Ounces (oz) & Pounds (lb)
     • Grams (g) & Kilograms (kg)
        
5. Upon making your changes for each recipe category, click the Save Recipe Portion Size button at the bottom of the screen. A confirmation message appears listing each recipe category and its new UoM. 
   
   
    
6. Type Confirm in the available field and click Save Changes. The affected recipes are updated in the system. 

Reverting an Individual Recipe Category to its Master UoM Setting

When you set a recipe category with a UoM in your account, you always have the ability to revert the recipe category back to the current UoM setting in your parent account (i.e., the default value). To do so, click the revert icon beside the recipe category (indicated in screenshot below). 

Reverting all Recipe Categories to their Master UoM Settings

You can revert all recipe categories back to current UoM settings in your parent account (i.e., default values). To do so:

1. In your Core account, select Settings from the left navigation sidebar. The Settings panel appears to the right. 
2. From the Settings panel, select Menu & Recipes Settings > Unit of Measure Preferences. The Unit of Measure Preference screen appears. 
3. In the Recipe Portion Size Preference section, click the Edit icon (i.e., pencil icon) to open the section for editing. 
4. Click the Revert to Default Values button at the bottom of the screen (first screenshot below). A confirmation message appears (second screenshot below). 
   
   
   
   
    
5. Click the Reset button. The affected recipes are updated in the system.